TNBIX Mutual Fund

TNBIX Mutual Fund

NAV$21.91
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Returns Overview

1 Month
+2.88%
3 Months
+1.58%
6 Months
+4.50%
YTD
+8.08%
1 Year
+9.69%
3 Years (annualized)
+17.35%
5 Years (annualized)
+8.25%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+8.08%
Peer Avg (YTD)
+8.05%
vs Peers
+0.02%

TNBIX Mutual Fund Performance

TNBIX performance across multiple time periods: 1-month 2.88%, YTD 8.08%, 1-year 9.69%, 3-year 17.35%, 5-year 8.25%, 10-year 11.26%.

TNBIX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

TNBIX vs another fund shows side-by-side returns. TNBIX alternatives are available in the Mutual Fund Screener.